Run Your First Extraction
Extraction turns document content into structured data fields defined by a template.
When To Use This
Use this guide when validating a new account, onboarding a team, or testing a template.
Before You Start
- Sign in to xTrakt.
- Confirm your tenant has an active subscription.
- Prepare a representative document.
- Confirm a template exists for the document type.
Workflow
- Open the extraction or document processing area.
- Select the tenant context if prompted.
- Choose the template that matches the document.
- Upload or submit the document.
- Start the extraction.
- Review the extracted fields.
- Save, approve, or export the result according to your workflow.
Troubleshooting
| Symptom | Likely Cause | Action |
|---|---|---|
| Template is missing | No template exists for the tenant | Create or request a template |
| Empty result | The template fields do not match the document | Review field definitions and sample documents |
| Processing failed | Unsupported file, provider error, or service issue | Retry with a known-good document and check support logs |